Sophia Bera, Founder – Gen Y Planning

Sophia Bera, CFP® is not your father’s financial planner. She’s the #1 Google search for “Financial Planner for Millennials” and runs a 6-figure virtual financial planning firm (Gen Y Planning) from her laptop. Her recent accolades include the “Top 40 Under 40” by Investment News and “10 of the Best Personal Finance Experts on Twitter.” She’s been quoted in the New York Times, Wall Street Journal, Forbes, Fortune, Business Insider, CNBC, Huffington Post, LifeHacker, and more. When she’s not working from a coffee shop, you can find her by a pool, or eating a breakfast taco in Austin, TX.